Workflow Library
Member Referral Form
This workflow is not yet built in the GHL Master Snapshot. Check with James before deploying.
Overview
The Member Referral Form allows existing members to submit a referral for a prospective member. On submission, the referred contact is created in GHL and routed into the Membership pipeline. The referring member is tagged and optionally receives a confirmation.
When to deploy: Phase 2 — when the client wants a structured referral programme.
Client Variables
| What to confirm | Notes |
|---|---|
| Does the club offer referral incentives? | Affects confirmation copy |
| Who receives the staff alert? | Membership manager |
| Is the form member-facing or staff-facing? | Confirm with client |
QA Checklist
- Submit a test referral
- Confirm referred contact is created in GHL
- Confirm contact lands in Membership pipeline
- Confirm referring member is tagged
- Confirm staff alert fires
- Form renders correctly on mobile and desktop
Master Workflow
Not yet built. In development.